Legal

Legal Intake & Triage

Intake legal requests, handle NDAs and route each matter to the right area.

Legal Intake & Triage: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.

Included from the Pro plan — see plans

Legal Intake & Triage: what it does

An intake assistant for the legal team. It receives legal requests from the business, captures the essentials, turns around standard NDAs, and routes each matter to the right area — contracts, compliance, privacy, IP, or employment. It gives general information and triage support; a lawyer reviews and approves.

Tasks it can carry out

  • Notify a team channel
  • Post a message
  • Create a page
  • Add a note
  • Book a calendar event
  • Check calendar availability

Example questions

  • I need an NDA before a vendor call tomorrow
  • Who handles a data-deletion request from a customer?
  • We got a cease-and-desist — what do I do?
You set it up afterwards; everything can be changed.

Similar employees

  • Privacy & Data Protection — Answer privacy questions, handle data-subject requests and triage DPAs.
  • Compliance — Answer compliance questions, maintain policies and run checklists and attestations.
  • Contracts & CLM — Draft and review contracts, track the lifecycle and stay ahead of renewals.
  • Employment & Labor — Draft employment agreements and answer labor-law and workplace-policy questions.

See the whole library